Description
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Build targeted prospect lists based on industry, geography, and firm
size criteria
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Identify decision‑makers using online research, directories, and
enrichment tools
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Create and execute outbound email sequences tailored to specific market
segments
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Manage outreach performance using CRM and campaign tools
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Track opens, replies, conversions, and pipeline progression
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Maintain clean, accurate data across all systems
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Qualify inbound responses and route high‑intent leads to senior team
members
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Handle unsubscribes, bounces, and negative replies professionally
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Continuously refine targeting, messaging, and workflows for scalability
Requirements
Required Skills & Experience
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Experience with outbound prospecting or lead generation in B2B
environments
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Strong research skills and familiarity with tools like Apollo, ZoomInfo,
LinkedIn, Clearbit, or similar
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Ability to write concise, compelling outreach emails
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Understanding of CRM systems (HubSpot, Salesforce, etc.)
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Comfortable working with structured workflows and performance metrics
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Detail‑oriented with strong organizational habits
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Ability to manage high‑volume outreach while maintaining personalization
Preferred Background
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Prior experience in financial services, SaaS, or professional services
lead generation
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Exposure to U.S. mid‑market or SMB segments
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Familiarity with email deliverability best practices and outbound
automation tools
Success Metrics
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Quality and accuracy of prospect lists
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Reply rate and positive‑response rate from outreach sequences
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Number of qualified meetings or opportunities generated
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Data hygiene and CRM completeness
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Consistency in hitting weekly/monthly outreach targets